PFM — INVESCO EXCHANGE TRADED FD T

Ownership history in Bond & Devick Financial Network, Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (PFM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2021 Q1)
Avg. % of fund
0.33%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 13,561 — 0% 0.20% $698K $51.50
2025 Q3 UNCHANGED 13,561 — 0% 0.21% $688K $50.56
2025 Q2 UNCHANGED 13,561 — 0% 0.22% $653K $47.83
2025 Q1 UNCHANGED 13,561 — 0% 0.23% $621K $45.28
2024 Q4 UNCHANGED 13,561 — 0% 0.27% $631K $45.18
2024 Q3 UNCHANGED 13,561 — 0% 0.27% $631K $45.68
2024 Q2 UNCHANGED 13,561 — 0% 0.31% $579K $41.72
2024 Q1 UNCHANGED 13,561 — 0% 0.31% $577K $41.43
2023 Q4 ADDED 13,561 +541 +4.2% 0.31% $541K $38.66
2023 Q3 UNCHANGED 13,020 — 0% 0.31% $476K $35.22
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% of Fund (quarterly)    PFM price (monthly, adj. close)

Other funds also holding PFM

As of 2025 Q4 — sorted by position size

Flaharty Asset Management, LLC 3Y 7Y 3.23% Everstar Asset Management, LLC 1.74% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 0.81% CPC Advisors, LLC 3Y 0.79% Atlas Private Wealth Advisors 3Y 0.54% Clearstead Advisors, LLC 3Y 7Y 0.27% Institute for Wealth Management, LLC. 3Y 7Y 0.22% Focus Financial Network, Inc. 0.2% LGT Financial Advisors LLC 3Y 0.16% Truvestments Capital LLC 3Y 7Y 0.16%
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